Schimri Yoyo

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

MD RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

10101 Twin Rivers Rd, Columbia, MD 21044-2675 • United States

Elkridge, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Foresters Financial	Philadelphia	PA	05/2016	11/2016
Foresters Financial Services	Philadelphia	PA	11/2016	01/2018
Foresters Advisory Services	Philadelphia	PA	07/2017	01/2018
Minnesota Life	St. Paul	MN	01/2018	12/2019
Securian Financial Services Inc.	St. Paul	MN	01/2018	12/2019
Delaware Valley Advisors	Huntingdon Valley	PA	01/2018	12/2019
Studypoint	Philadelphia	PA	01/2018	05/2019
School To Work Llc	Huntingdon Valley	PA	06/2016	12/2017
Bridgemark Wealth Management	Rockville	MD	12/2019	07/2020
Fidelity Brokerage Services Llc	Columbia	MD	08/2020	Present
Fidelity Investments	Boston	MA	03/2025	Present

05/2016 → 11/2016

Foresters Financial

Philadelphia, PA
11/2016 → 01/2018

Foresters Financial Services

Philadelphia, PA
07/2017 → 01/2018

Foresters Advisory Services

Philadelphia, PA
01/2018 → 12/2019

Minnesota Life

St. Paul, MN
01/2018 → 12/2019

Securian Financial Services Inc.

St. Paul, MN
01/2018 → 12/2019

Delaware Valley Advisors

Huntingdon Valley, PA
01/2018 → 05/2019

Studypoint

Philadelphia, PA
06/2016 → 12/2017

School To Work Llc

Huntingdon Valley, PA
12/2019 → 07/2020

Bridgemark Wealth Management

Rockville, MD
08/2020 → Present

Fidelity Brokerage Services Llc

Columbia, MD
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-09-25 → 2025-03-31

Fidelity Personal And Workplace Advisors

Columbia, MD
2019-12-16 → 2020-06-23

Bridgemark Wealth Management

Rockville, MD
2018-02-23 → 2019-12-16

Securian Financial Services, Inc.

Plymouth Meeting, PA
2017-08-16 → 2018-01-08

Foresters Advisory Services, Llc

Philadelphia, PA

Other Businesses

OBA-97110|OrgNmn:Brightview Senior Living - Rolling Hills|Org Addr:Catonsvill,Maryland,US|OBA Nature:Vibrant Living Concierge|Invst Rel:N|Title:Employee|Duties:Coordinate games, activities, movie nights for residents. Answer phones. Secure premises after hours.|StrtDt:03-10-23|TotHrs/mon:16|TrdHrs/mon:0|

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-07-18
S63	Uniform Securities Agent State Law Examination	2016-06-17

S65 Uniform Investment Adviser Law Examination

2017-07-18
S63 Uniform Securities Agent State Law Examination

2016-06-17

View on SEC IAPD

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Other Investors

KEVIN MICHAEL LINK

CHRISTOPHER ANTHONY SCHIPSKE

CHRISTOPHER ANTHONY SADOWSKI

EMELIA ADUTWUMWAA SARBENG

Other Offices

CETERA INVESTMENT ADVISERS LLC · COLUMBIA, MD

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Columbia , MD

TRANSAMERICA FINANCIAL ADVISORS, LLC · COLUMBIA, MD

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Columbia, MD

WHITE OAK WEALTH MANAGEMENT · COLUMBIA, MD

MML INVESTORS SERVICES, LLC · Columbia, MD

WHITE OAK WEALTH MANAGEMENT · COLUMBIA, MD

WELLS FARGO CLEARING SERVICES, LLC · COLUMBIA, MD

More in Columbia, MD

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